Management of New Business cases

With committed full- and part-time case managers on hand during US business and nighttime hours, our all-inclusive case management services provide a special solution. With the goal of drastically cutting down on inefficiencies and redundancies, our committed staff oversees cases from submission to commission and makes sure that the interface between distributors and insurers is quick and seamless.

Tier 1: Mirroring from carrier website to CRM and CMS.
Tier 2: Case Management.
Tier 3. Handling agents with case management.